Create urgent delivery task from paid sales lead record
Create urgent delivery task from paid sales lead record
Paid lead records lack a delivery task after payment updates, stalling onboarding and start-of-service. The workflow creates a delivery record and flags the lead exported so service can start same day.
Overview
Stop manual handoffs when payments clear: this flow turns paid lead updates into ready service work orders and marks the original lead exported, so coordinators get the context they need. That means fewer delays and the ability to start delivery the same day.